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Customer experience | Sales, Customer Insights,...
Answered

Integration with Sharepoint and MS teams, document location

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Posted on by 20

Hi!

Situation:

The setup of the integration between Dynamics 365 Sales (CRM) and Sharepoint was made. In the CRM the Sharepoint Default site was defined and also document management folders regarding CRM’s entities were defined. Due to this integration, user had the chance to place documents in CRM with the location in the Sharepoint default site.

After the integration with Sharepoint, user decided to test the CRM integration with MS Teams. The integration of CRM and MS Teams allows user to use Chats and to create Channels with functionality to talk about CRM’s entities. 

Problem

If user decide to create Teams Channel, the Sharepont Default site for document location automatically changes to MS Teams Sharepoint location. That means, if user decide to save the document in the CRM under the entity that is connected through Teams Channel, the document will not be found in the Default Sharepoint location (defined), but in the Sharepoint Teams location.

Question

How can user manage the Sharepoint document location to save documents in one dedicated Default Sharepoint location despite using MS Teams channels?

Thanks in advance,

Jekaterina

I have the same question (0)
  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Jekaterina Vanaga,

    What about Add Location or Edit Location feature in the documents grid? For that purpose, you can edit the Parent site / Location.

    pastedimage1669130083215v1.png pastedimage1669130170347v2.png

    You can automate it through "Power Automate".

  • Jekaterina Vanaga Profile Picture
    20 on at

    Hi, Abdul Wahab!

    Thank you for reply. I will look for Power Automate as we need to automate the process.

    With regards,

    Jekaterina

  • Verified answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at

    Hi Jekaterina Vanaga,

    You are welcome.

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